Erin Bui chats about her grandmother's financial constraints in Vietnam, which mirrors what many seniors are going through in the United States. Creating a protection plan (encompassing estate plan, life insurance, and annuities), should help ease the financial worries seniors face. After working so hard all your life, there finally comes a time when you should take steps to … [Read more...] about How To Avoid Clipping Coupons and Pinching Pennies In Your Old Age
Financial Planning Basics
Breaking The Cycle of Poverty: Start With Your Mindset
Marc Ang gives a pep talk about some financial basics, such as saving money, not spending more than you have and focusing on your financial goals; based on a real life example of a successful retiree, Carla. Having financial basics are key before you even think about insurance and investing and keeps you from being a slave to your finances. Why do some people rise up from poor … [Read more...] about Breaking The Cycle of Poverty: Start With Your Mindset
The Young Family Preparation Checklist
Michelle Sun gives young families and couples just starting out their household, a list of to-do items such as estate planning, life insurance, disability insurance and basic investments. With the birth of a new child comes the celebration of life, but with younger kids comes more financial responsibility and care, especially during the first few years after their birth. A … [Read more...] about The Young Family Preparation Checklist
Why Life Insurance Matters To A Single Parent/Breadwinner
Erin Bui shares a powerful story that will bring tears to your eyes and explain to your why life insurance matters to a single parent. If you care for anyone in your life that depends on you, life insurance cannot wait another day. Because you may not have another day. By Erin Bui Planning for the future takes quite a lot of willpower because let’s face it: humans are lazy … [Read more...] about Why Life Insurance Matters To A Single Parent/Breadwinner
Do you need a Living Trust or is a Will sufficient?
You have worked hard for what you have and are interested in understanding where your wealth would go if something unplanned were to happen. Of course you don’t want a random probate court to decide what would happen to your assets when they find you don’t have any written legal representation. Your options as of now in dictating where your money would go would most likely … [Read more...] about Do you need a Living Trust or is a Will sufficient?